FTFUFrom The Floor UpApp

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Preview · intake

Client Intake Form

Send blank to client Compose

/templates/client-intake

Compose = you fill it in yourself and save a draft. Send blank to client = email the client a fill-in link; their answers come back to you when they submit.

Composer Form

What the coach fills in

Preview only. Inputs work for exploring the form shape, but nothing here saves. Use Compose (top right) to actually create a document.

Section 01

Snapshot

Business name*

Service category*

Years in business*

Team size (FT + contractors)*

Primary revenue model*

Last 12-month revenue*

How did you hear about us?

Section 02

Goals

What problem is keeping you up at night right now?*

If one thing could change in 90 days, what would it be?*

What outcomes do you most want from this engagement?*

Section 03

Logistics

Preferred contact method

Time zone

Sessions per month

Rendered Body

What the client sees

Client Intake — {{business_name}}

Client: {{client_name}} · {{client_email}} Prepared: May 18, 2026

Snapshot

Business name: {{business_name}}
Service category: {{service_category}}
Years in business: {{years_in_business}}
Team size (FT + contractors): {{team_size}}
Primary revenue model: {{revenue_model}}
Last 12-month revenue: {{revenue_band}}
How they found us: {{found_us}}

Goals

What problem is keeping you up at night right now? {{biggest_problem}}

If one thing could change in 90 days, what would it be? {{one_thing_90d}}

What outcomes do you most want from this engagement? {{outcomes_wanted}}

Logistics

Preferred contact: {{contact_preference}}
Time zone: {{timezone}}
Sessions per month: {{sessions_per_month}}

Unfilled placeholders are shown as {{field_name}} — they'll resolve to the coach or client's answers once a document is composed.